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home
about us
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Event Schedule
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Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
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Discover Financial Services
(NY:
DFS
)
200.05
UNCHANGED
Last Price
Updated: 7:00 PM EDT, May 16, 2025
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Warren Buffett Bought a Mystery Stock in Q4. Here Are 3 Good Candidates.
↗
March 13, 2024
No one know for sure which stock Buffett secretly bought in Q4. But here are some educated guesses.
Via
The Motley Fool
JP Morgan Looked To Acquire Discover Before Capital One
↗
March 08, 2024
The bank explored the acquisition for about a year to expand beyond traditional card networks but abandoned the plan due to challenges, including convincing Discover and facing regulatory hurdles.
Via
Talk Markets
$100 Invested In Discover Finl 15 Years Ago Would Be Worth This Much Today
↗
March 08, 2024
Via
Benzinga
JPMorgan's Chase for Discover: A Tale of Missed Opportunities and Regulatory Roadblocks
↗
March 07, 2024
JPMorgan Chase considered a $35 billion deal with Discover Financial Services to control its Pulse electronic payments network. The abandoned 'Diplomat' merger would have been a game-changer for...
Via
Benzinga
1 Warren Buffett Dividend Stock Up 25% That Still Looks Like a Bargain
↗
March 07, 2024
Despite a strong return over the past year, this stock's best days are still ahead.
Via
The Motley Fool
$100 Invested In Discover Finl 15 Years Ago Would Be Worth This Much Today
↗
February 29, 2024
Via
Benzinga
Why Mastercard Stock Is Falling Today
↗
February 20, 2024
Via
The Motley Fool
Breaking Down the Proposed Capital One-Discover Financial Services Deal
↗
March 02, 2024
We've also got a look at Home Depot earnings and other investing chat.
Via
The Motley Fool
Visa vs. American Express: Which Stock Is a Better Buy Today?
↗
March 02, 2024
These stocks have produced huge long-term gains for shareholders, but there are big differences.
Via
The Motley Fool
Is Visa Stock a Buy?
↗
March 01, 2024
Visa has delivered market-beating returns since it went public in 2008, and the stock recently hit an all-time high. Can it keep winning?
Via
The Motley Fool
3 Growth Stock Champions for Long-Term Gains
↗
February 28, 2024
Investors wanting to bolster their portfolio should consider these lesser known growth stocks that have strong returns.
Via
InvestorPlace
Buyout Boom: 3 Regional Bank Stock Bargains to Grab Before They’re Gone
↗
February 28, 2024
MTB, UBOH and OZK are some of the top bargain regional bank stocks for those seeking growth and dividends in a consolidating industry.
Via
InvestorPlace
What Does the Capital One-Discover Deal Mean for Visa and Mastercard Investors?
↗
February 26, 2024
Capital One's $35 billion deal for Discover would be one of the largest bank mergers in history. Here's what investors need to know.
Via
The Motley Fool
2 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid
↗
February 25, 2024
He's called the Oracle of Omaha for good reason, but Buffett might have just inherited more drama than he was probably expecting.
Via
The Motley Fool
Is Capital One Trying to Become the Next American Express?
↗
February 24, 2024
It just announced a major acquisition.
Via
The Motley Fool
MarketBeat Week in Review – 2/19 - 2/23
February 24, 2024
As the week ends, the only question being asked is how long can the Nvidia rally last; the tech giant's earnings took the focus off of sour FOMC minutes
Via
MarketBeat
Topics
Artificial Intelligence
WMT Stock Alert: Senator Elizabeth Warren Takes Aim at Walmart’s Vizio Deal
↗
February 23, 2024
Though Walmart seeks an advertising buildout with its Vizio deal, Sen. Elizabeth Warren aims to put a speedbump against WMT stock.
Via
InvestorPlace
Stock Market Rallies To Record High On Nvidia: Weekly Review
↗
February 23, 2024
The stock market rally pulled back to start the week, but roared higher as booming Nvidia earnings and guidance fueled big AI-led gains. The S&P 500 and Dow Jones hit... Read More
Via
Investor's Business Daily
Topics
Stocks
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
↗
February 23, 2024
Looking at five stocks seeing increased interest from Benzinga readers during the week and what it could mean.
Via
Benzinga
Navigating Discover's Merger With Capital One: Analyst Highlights Opportunities And Challenges Ahead
↗
February 22, 2024
RBC Capital Markets downgrades Discover Financial to Sector Perform with increased price target of $140. Merger with Capital One expected to be accretive and generate $2.7B in synergies. Analyst sees...
Via
Benzinga
3 Reasons the Capital One-Discover merger is a big deal
February 21, 2024
Capital One's proposed acquisition of Discover for $35.3 billion aims to reshape the credit card industry, challenging giants like Visa and Mastercard.
Via
MarketBeat
Topics
Credit Cards
Investor Sentiment Falls Further; Fear & Greed Index In 'Greed' Zone
↗
February 21, 2024
The CNN Money Fear and Greed index showed a decline in the overall market sentiment, while the index remained in the "Greed" zone on Tuesday. U.S. stocks closed lower on Tuesday, with the Nasdaq...
Via
Benzinga
Democrats Slam Capital One-Discover Merger: 'This Wall Street Deal Is Dangerous And Will Harm Working People'
↗
February 21, 2024
A planned merger between Capital One Financial and Discover Financial Services has been met with sharp criticism from Democratic lawmakers and consumer advocacy groups. They caution that the merger...
Via
Benzinga
DISCOVER FINANCIAL INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Discover Financial Services - DFS
February 20, 2024
From
Kahn Swick & Foti, LLC
Via
Business Wire
CurrencyNewsBreaks – Capital One Financial Corp. (NYSE: COF) Acquiring Discover in $35.3 Billion Mega-Deal
February 20, 2024
Via
Investor Brand Network
Wall Street Faces Selling Pressure, Nvidia Investors Pull Back Ahead Of Earnings, Fed Minutes: What's Driving Markets Tuesday?
↗
February 20, 2024
Wall Street opens weaker due to decline in tech stocks, Nasdaq falls by 1.5%. Investors await FOMC minutes and Nvidia earnings. Walmart and Discover Inc. report strong earnings, Expeditors Int'l and...
Via
Benzinga
Topics
Economy
Why Capital One-Discover Merger Is A Threat To Visa, Mastercard: Creation Of New Credit Card Giant
↗
February 20, 2024
$35B takeover of Discover by Capital One creates US' biggest credit card operator. Synergies drive deal, but regulatory hurdles possible.
Via
Benzinga
Topics
Credit Cards
Why Fluor Shares Are Trading Lower By Around 8%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
↗
February 20, 2024
Shares of Fluor Corporation (NYSE: FLR) fell during Tuesday’s session following fourth-quarter results.
Via
Benzinga
Capital One Is Buying Discover. Here's Why It Could Create Big Growth Opportunities for Investors.
↗
February 20, 2024
Two of the leading credit card companies are joining forces, and it looks like a solid match.
Via
The Motley Fool
Topics
Credit Cards
Capital One Financial Corp. (NYSE: COF) Acquiring Discover in $35.3 Billion Mega-Deal
February 20, 2024
Via
Investor Brand Network
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